get_portfolio_valuation
Retrieve the current total value of investment depots, with optional historical valuation from a given date.
Instructions
Get the current total value of one or more depots, and optionally its history when 'from' is given. Use this for 'what is my portfolio worth (today / over time)?'.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| from | No | If set (yyyy-MM-dd), also return the valuation history since this date | |
| interval | No | History interval | month |
| accountIds | Yes | Depot ID(s) to include | |
| includeCash | No | Include the cash position |